Financial Planning for Life 

CONNECT

Address:

San Antonio Offices:
18756 Stone Oak Pkwy, Ste 200
San Antonio, TX 78258
Phone: 210.998.5608
Fax: 210.855.3252

17803 La Cantera Terrace, Suite 7101 
San Antonio, TX  78256
Phone: 210.686.9000
Fax: 210.855.3252

Austin Offices:
1250 Capital of Texas Hwy S.
Building 3, Suite 400
Austin, TX 78746
Phone: 512.329.1940
Fax: 888.600.7671

9442 North Capital of Texas Hwy
Plaza One, Ste 500
Austin, TX 78759
Phone: 210.240.1689    
Fax: 888.600.7671 
 
Fair Oaks Ranch Office:
8000 Fair Oaks Pkwy, Suite 104
Fair Oaks Ranch, TX 78015
Phone: 210.530.1270
Fax: 888.600.7671

Phone:

Associates

 
  • Jereme D. Brisco,

    CFP®, ChFC®

    Managing Partner

  • Michael Dubensky,

    CFP®, CLU®, MBA

    Managing Partner

  • Jon T. Thompson,

    CFP®, ChFC®

    Managing Partner

  • Rusty Whittaker,

    MBA, CFP®

    Executive Wealth Manager

  • Max Rodriguez

    CFP®

    Executive Wealth Manager

  • Robert Harlan

    CFP®

    Executive Wealth Manager

  • John Lander,

    CFP®, ChFC®, MBA

    Executive Wealth Manager

  • Mark Stawarz,

    CFP®, ChFC®

    Executive Wealth Manager

  • Heidi Malone

    CFP®, CLU®, ChFC®, MBA

    Executive Wealth Manager

  • Youree McBride, CFP®, CWS®

    Executive Wealth Manager

  • Richard Poligala, CFP®

    Executive Wealth Manager

  • Geraldo Reyes, CFP®, ChFC®, CLU®

    Executive Wealth Manager

  • Dairesse Torres

    Relationship Specialist

// BIO IMAGES